The Inbox shows every email and text with your clients, newest first. Each client has one row, and the row opens their card.
Today, email and text are not connected to a real mailbox yet. Until they are, the Inbox says so at the top, and nothing can be sent or received from VOBIX. This guide describes how it works once a mailbox is connected.
Steps
- Open Inbox in the menu. On a phone, press More, then Inbox.
- Press Check for new mail. VOBIX reads what is new and tells you what changed.
- Read the result. Every card that moved is named, with Open the card beside it.
- Look at the rows. A red dot means they wrote last. A green dot means you did.
- Press a name to open the card at its conversation.
What happens to a new message
- From someone you know: it lands on their card. The card moves to Reply now.
- From someone new: VOBIX makes a new lead, in Reply now.
- Old mail from someone new (30 days old or more): it does not become a lead by itself. It goes to Set aside, marked Old message.
- Old mail from someone already on a card, where nobody has written or called yet: it is put in that card's conversation under its own date, marked Old message here. It does not count as them writing last, so the card stays where it was and it is not your move because of it.
- An answer to something you sent: it lands on the same card, even from another address.
- Mail nobody typed (newsletters, automatic replies, delivery reports): it never moves a card. If the sender is not one of your leads, it goes to Set aside.
- The same message twice: it is filed once.
- Your own addresses are never treated as a client.
Set aside
- Press Set aside to see mail that nobody typed, and old mail from people you do not know.
- Each row says why it is here: Newsletter or bulk mail, Automatic reply, Old message and so on.
- If one of them is a real person you want to answer, press Make it a lead.
A lead made from an Old message is new today. The old message keeps its own date in the conversation.
VOBIX remembers which of the two lists you had open.
Good to know
- Nothing checks by itself. New mail comes in when you press the button.
- A lead in the trash never comes back by itself. If they write again, the row says Deleted before, wrote again, and you decide on the card.
- A lead in the archive does come back when they write.
- The number beside Inbox in the menu is how many leads have something unread.
If something goes wrong
- "No mailbox is connected yet": see Connect your mailbox.
- "The mailbox could not be read": nothing was lost. Press the button again in a moment.
- "1 message could not be read and was skipped": one message was damaged. VOBIX skipped it and brought in everything else. The count is kept under Business settings, Mailbox.
- "The new messages could not be filed": nothing was lost and nothing was skipped. Press the button again in a moment.